$61.8M Total AUM
$61.8M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Equity Trust ยท ETC Brokerage
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2006
- Office Locations
- 1
Office Locations
-- Nashville TN
About Apple & Company, Inc.
Apple & Co Inc. is a Nashville-based advisory firm providing investment management and wealth management for individuals, retirees, business owners, and other professionals. The team builds individualized plans across retirement and college planning, tax-burden reduction, and asset protection, alongside ongoing portfolio management. Established in 1958, the firm emphasizes long-term, personal client relationships.
Team overview
-- AVG AGE
$61.8M AVG AUM / ADVISOR
$719.0K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CARL DAVID APPLE
Chief Compliance Officer, Owner, President
- CRD
- #1050406
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,829,846 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,829,846 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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